How does daily billing work?

Users cost 15 EUR per month. All persons listed under 'Active Persons' are counted as users. If persons are added or deactivated in the middle of the month, MOCO calculates proportionally on a daily basis. For this reason, the number of users or the amount on the invoice may be odd.

Are the costs dependent on user roles?

The costs are independent of the functions used. Access rights can be reduced or expanded at any time.

Cost control for freelancers / externals?

Users can be deactivated at any time. For example, freelancers can be activated only during working hours and MOCO will only calculate this activated time.

How does support work at MOCO?

MOCO is a Software-as-a-Service (SaaS) with > 40'000 users without a contract. As a product team, we personally take care of all your concerns. This has proven itself for the following reasons: Ensuring the best possible service quality. Problems and suggestions come directly to us (further development closely based on general needs). The subscription costs can be kept low for everyone. All users can contact us via the in-app service at the bottom right in MOCO. We respond promptly. Tip: Describe the request well and send a screenshot – this is the most efficient way to clarify a question for both sides!

Is there an online demo?

Yes. You can test MOCO for 30 days free of charge. The demo account can be converted into a paid account at any time.

Are training sessions possible?

Yes. On request, MOCO offers individual online sessions.

Where can I find a kind of "manual"?

On the website under » Features all areas and topics are illustrated and described.

Do you also have videos?

On our » Vimeo video portal you will find tutorials on various topics (regularly updated).

Can I also subscribe without a credit card?

Yes, MOCO can also be subscribed via SEPA direct debit. The option is only available in EURO countries. Attention: In case of withdrawal, penalty fees are incurred, which we pass on.

Do I have access to backups?

Backups are created twice a day. However, access to the backup is only possible with a Private Cloud (booking of your own server instance). Each account can regularly use the export options and if very important data has been deleted by a user by mistake, we can restore an earlier state from the backups on request. » More information on security & operation

Will I be informed about further development (included in the subscription)?

In the app, always click on the bell in the top right corner when it turns red! In addition, we send an overview of the latest updates to the account holder 4 times a year.

Can I manage two companies within one account?

If the companies are legally separate or if you need a separate invoice number range and separate reports, it is recommended to create one account per company. If persons are registered with the same e-mail address, they can simply switch between the accounts at the top right (globe symbol) .

Where can I access my subscription invoices?

All invoices are available for download in the settings under 'Subscription'. If you also provide an e-mail address for the invoice address, MOCO will automatically send the invoice to this e-mail address as well.

Tips

Commenting & Informing

For almost all items on the detail page > Notes & Files

The @mention functionality is probably well known to most people who use Trello, Slack, Twitter, or WhatsApp groups. It allows you to notify people simply and directly. This is also available in MOCO!

When you type under "Notes & Files" @M..., it offers you a selection of all colleagues whose names start with "M". So if we choose @MiaMaier for example, and add a message: "@MiaMaier Please create a Proposal for the lead". Mia will then receive a notification with this request and can either reply or take action.
Beispiel, das zeigt, wie man mit @Name eine Person benachrichtigen oder zu einer Aktion auffordern kann

Beispiel, das zeigt, wie man mit @Name eine Person benachrichtigen oder zu einer Aktion auffordern kann

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Application Examples

Expenses
→ Obtain confirmation from the project leader that the Invoice is correct.
→ Inquiry about which project the incoming Invoice can be assigned to.

Proposals or Invoices
→ Obtain approval for dispatch.
→ Inform about overdue Invoice.

Acquisition
→ Communicate information/status more quickly.
→ Request to create or supplement a Proposal.

Contacts
→ Request to update the details.

Notes & Files

Almost everywhere on the detail page > Notes & Files (see above)

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History

On the detail page for a client, project, invoice, etc., there is a section at the end of the page called Notes & Files. Here you can record supporting materials and personal information. MOCO also automatically displays events for traceability, such as budget adjustments, status changes, texts, and information about email dispatch.

Files

The file upload is intended for supporting materials such as a contract or a briefing and can thus be used for staff as a personnel file, for example. Files are listed directly at the top of the detail information in some places for quick availability.

Labels (Tags) vs. Custom Fields

Benefits of Labels and Comparison with Custom Fields

Labels are useful for temporary marking or categorizing. Labels can be specifically filtered in lists (2) and reports.

Custom Fields serve to individually extend the master data. The entries can also be found via the search (magnifying glass or Shift +7) (Example: Find person to railcard number). Depending on the field type, they can be displayed in the info block on the Proposal/Invoice (Example: PO Number). For the field type "Date", a notification can be set up (Example: Customer contract expiration date).
Custom Fields are also directly possible for Proposals and Invoices. As well as for Additional services.

» More info on Custom Fields

Commonality: Both labels and custom fields are included in the Excel exports and thus serve further processing or for further individual evaluations.
Mit Labels Projekte, Kunden, Firmen und Kontakte kategorisieren.

Mit Labels Projekte, Kunden, Firmen und Kontakte kategorisieren.

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Modal mit Label-Zuweisung nach Klick auf den kleinen grauen Balken in der Zeile. Im Beispiel sind bereits alle Objekte gelabelt

Creating & Assigning Labels

Click on the small light gray bar above the name in the list to create or assign a label. A colored bar will then be displayed with information about the set label (1). By clicking on it again, the labels can be changed.

Alternatively, the label can also be assigned directly in the object's detail view in the top left.

Labeling multiple objects at once
In some areas, you can select objects on the left and choose a common label at the bottom right.

Shortcuts / Keyboard Shortcuts

General

Activate Search – /
(usually = Shift + 7) The quickest way to reach your target is often through search, especially when you want to directly access a person, project, or client!

Lists

Show Only My Items – Q
Pressing Q filters lists to show only your projects, leads, contacts, clients, and expenditures. This also applies to expenditure approvals and vacation requests.
Activate Filter – F
Press F to toggle the filter section in the main lists. In the archive, the filter is expanded by default.
Variables in Introductory and Closing Text – {
Call and Insert

Time Tracking

Show Suggestions – B
Copy Entry – Drag + Alt/Opt
Quickly copy an entry from yesterday to today and adjust if necessary.
One Click on the Plus or Minus Button + Alt/Opt
Rounds the time in 5-minute increments (instead of 15-minute increments).
Ctrl/Cmd + Shift + K
Open Time Tracking Window: By installing the browser extension, you can track your time from any browser tab using this shortcut. You may need to set this shortcut in your browser.

Work Time Tracking

Alt/Opt + Enter (or Cmd + Enter on MacOS)
Automatically Fill with Project Time
Control minute or quarter-hour steps: Minutes with +/- and quarter-hours with Up/Down

Notifications

Shift + W
Open or Close the Notifications Area

Planning

ALT/OPT + Click on Entry Filters by Project – see Reduce View to a Project
Show Only My Planning – Q
ALT/OPT + Drag Copies Individual Sequences or Entries

Projects

Enter Hours and an "h",
to log budgets in hours (a hourly rate must be set in the project).

The Global Search

Access: Magnifying glass at the top right or keyboard shortcut "/ " (Shift + 7)

With the global search, you can quickly jump to the desired customer, contact, invoice, etc. – or also find suppliers, people, etc. via custom fields.

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Search via custom fields — Example use case

You categorize your suppliers with a custom field "Multiple selection" by industries or material: litho, printing house, services, etc. In the search, you can then enter "printing house" and all printing houses will be displayed.

Further example for personnel & skills in the detailed description of custom fields and their benefits.